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Karen Heath-Wade

CHIEF Business Development Officer

As Chief Business Development Officer at the ϲʿ¼ (AEF). Karen Heath-Wade plays a pivotal role in developing and executing strategies to propel our business forward. Her focus on fostering innovation and cultivating strong relationships are instrumental in positioning AEF for long-term success.

An inspiring leader with over 25 years of invaluable experience encompassing global distribution, client relationship management and organizational innovation. As a dynamic and results-oriented global strategic sales executive, she has consistently delivered outstanding results within the financial services industry.

Previously, she served as the Senior Vice President and Global Head of Client Strategy and Service at American Century Investments, where she led a team of 100+ employees to scale the firm’s assets under management to $207 billion.

Karen serves on the board of the Investments & Wealth Foundation and is a trustee of the MMI Gateway Foundation. As a Certified Business Coach, she is passionate about developing talent and creating a legacy by propelling others to success.

Karen holds a Bachelor of Arts in American Government and Politics from Mount Holyoke College in Massachusetts and a MBA from Loyola University of Chicago.

With a proven track record of driving sales growth, surpassing organizational goals, and delivering exceptional client service, Karen plays a pivotal role in developing and executing strategies to propel our business forward. Her focus on fostering innovation and cultivating strong relationships are instrumental in positioning AEF for long-term success. With her contributions, AEF continues to excel as one of the nation’s largest independent donor-advised fund sponsors.